Synergy Investment Management, LLC
Position in AMT — American Tower Corp /Ma/
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in AMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,865
+$7,065 QoQ
Shares Held
97
+90.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,599
of 1,735 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMT Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Synergy Investment Management, LLC holds $249,255 across 10 REIT - Specialty names. AMT ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
75 | $78,178 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
417 | $74,884 | |
| 3 | IRM |
Iron Mountain Inc
|
285 | $35,998 | |
| 4 | EPR |
Epr Properties
|
550 | $31,905 | |
| 5 | AMT |
American Tower Corp /Ma/
This page
|
97 | $15,865 | |
| 6 | GLPI |
Gaming & Leisure Properties, Inc.
|
103 | $4,586 | |
| 7 | LAMR |
Lamar Advertising Co/New
|
18 | $2,806 | |
| 8 | WY |
Weyerhaeuser Co
|
107 | $2,561 |
All Filings in AMT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,865 | 97 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,800 | 51 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $10,444 | 48 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $8,987 | 49 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||